EdgeMarket › What Burling Wealth Partners, Llc reported owning
What Burling Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
618.3MPositions
177Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 33.0M | 5.3% | 130.0K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 26.5M | 4.3% | 71.5K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 26.0M | 4.2% | 125.0K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 25.4M | 4.1% | 145.5K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 21.9M | 3.5% | 76.2K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 18.6M | 3.0% | 63.1K | 351.58 | +20.3% |
| VO Vanguard Morningstar Mid-Cap ETF | 18.5M | 3.0% | 64.4K | 82.97 | +15.9% |
| SPY SPDR S&P 500 ETF TRUST | 16.3M | 2.6% | 25.0K | 765.72 | +20.0% |
| IJR iShares Core S&P Small-Cap ETF | 16.1M | 2.6% | 129.8K | 147.31 | +29.0% |
| GOOG Alphabet Inc. | 16.1M | 2.6% | 56.1K | 341.75 | +70.7% |
| VB Vanguard Morningstar Small-Cap ETF | 15.6M | 2.5% | 59.6K | 304.76 | +24.4% |
| META Meta Platforms, Inc. | 12.2M | 2.0% | 21.3K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 12.1M | 1.9% | 13.1K | 1,255.40 | +78.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 11.4M | 1.9% | 35.7K | 378.24 | +20.5% |
| ABBV AbbVie Inc. | 10.8M | 1.7% | 49.5K | 264.96 | +26.7% |
| unmapped CUSIP 084670702 | 10.7M | 1.7% | 22.2K | — | — |
| VOO Vanguard S&P 500 ETF | 10.4M | 1.7% | 17.3K | 703.71 | +20.0% |
| MA Mastercard Inc | 10.3M | 1.7% | 20.6K | 580.63 | -2.0% |
| BX Blackstone Inc. | 9.6M | 1.5% | 83.3K | 143.38 | -12.8% |
| VEA Vanguard FTSE Developed Markets ETF | 9.1M | 1.5% | 142.1K | 73.42 | +24.7% |
| RTX RTX Corp | 8.9M | 1.4% | 46.1K | 209.91 | +34.1% |
| ABT ABBOTT LABORATORIES | 8.5M | 1.4% | 82.4K | 116.64 | -11.9% |
| NEE NEXTERA ENERGY INC | 8.2M | 1.3% | 88.1K | 83.65 | +9.8% |
| TJX TJX COMPANIES INC /DE/ | 7.6M | 1.2% | 47.8K | 140.53 | +1.6% |
| HON HONEYWELL INTERNATIONAL INC | 7.5M | 1.2% | 33.3K | 215.90 | -50.3% |
| IWM iShares Russell 2000 ETF | 7.1M | 1.1% | 28.6K | 299.96 | +33.1% |
| WM WASTE MANAGEMENT INC | 6.8M | 1.1% | 29.7K | 224.06 | -2.6% |
| VEU Vanguard FTSE All World Ex US ETF | 6.7M | 1.1% | 89.0K | 85.69 | +23.3% |
| XOM ExxonMobil Holdings Corp | 6.6M | 1.1% | 38.7K | 165.11 | +52.1% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 6.5M | 1.1% | 216.6K | 29.94 | -0.8% |
| PLD Prologis, Inc. | 5.7M | 0.9% | 43.4K | 141.80 | +28.7% |
| SHV iShares 0-1 Year Treasury Bond ETF | 5.6M | 0.9% | 51.0K | 110.31 | -0.0% |
| IVV iShares Core S&P 500 ETF | 5.1M | 0.8% | 7.9K | 769.31 | +20.0% |
| TMUS T-Mobile US, Inc. | 5.0M | 0.8% | 23.6K | 183.04 | -29.3% |
| SU SUNCOR ENERGY INC | 4.9M | 0.8% | 74.7K | 68.42 | +77.3% |
| ETN Eaton Corp plc | 4.8M | 0.8% | 13.4K | 419.20 | +21.1% |
| SYK STRYKER CORP | 4.7M | 0.8% | 14.4K | 329.45 | -15.9% |
| LIN LINDE PLC | 4.7M | 0.8% | 9.5K | 487.57 | +1.1% |
| DHR DANAHER CORP /DE/ | 4.3M | 0.7% | 22.8K | 218.85 | +3.5% |
| JNJ JOHNSON & JOHNSON | 4.2M | 0.7% | 17.1K | 270.24 | +51.1% |
| ITW ILLINOIS TOOL WORKS INC | 4.2M | 0.7% | 16.0K | 282.29 | +7.7% |
| HD HOME DEPOT, INC. | 4.1M | 0.7% | 12.6K | 335.61 | -16.5% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 4.0M | 0.7% | 53.4K | 75.66 | +0.2% |
| CME CME GROUP INC. | 4.0M | 0.7% | 13.7K | 274.98 | +0.1% |
| SARO StandardAero, Inc. | 3.8M | 0.6% | 147.8K | 25.06 | -5.9% |
| PG PROCTER & GAMBLE Co | 3.7M | 0.6% | 25.6K | 144.68 | -9.3% |
| NDAQ NASDAQ, INC. | 3.4M | 0.6% | 40.2K | 98.22 | +3.9% |
| ORLY O REILLY AUTOMOTIVE INC | 3.4M | 0.6% | 36.9K | 89.11 | -14.3% |
| COST COSTCO WHOLESALE CORP /NEW | 3.4M | 0.5% | 3.4K | 947.74 | -4.7% |
| RGA REINSURANCE GROUP OF AMERICA INC | 3.3M | 0.5% | 16.4K | 243.13 | +26.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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